+22.8%
EMNT vs VT
+133.4%
-110.7%
-2.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.4% | -0.6% | -0.1% |
| 30D | +0.2% | +1.0% | -0.8% | +0.2% |
| 3M | +0.9% | +2.4% | -1.4% | +0.9% |
| 6M | +1.9% | +12.0% | -10.1% | +1.9% |
| YTD | +2.6% | +15.3% | -12.7% | +2.6% |
| 1Y | +4.0% | +22.6% | -18.6% | +4.0% |
| 3Y | +16.1% | +74.7% | -58.6% | +16.0% |
| 5Y | +19.6% | +66.1% | -46.5% | +19.5% |
| All | +22.8% | +133.4% | -110.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling